Create Extractor Window

Creates the basic definition of Document Extractor

How to Launch

  1. Open Robot Studio.

  2. Click on the Home tab in the Ribbon menu.

  3. Navigate to Document AI and select Create Document Extractor.

User Interface

Toolbar

  • Create Creates a new extractor definition with selected type. Available types are :

  • Save Saves the created definition to a extractor definition file.

  • Load Loads a definition file.

  • Reset Resets the definition to initial value.

Classification Enabled

Allows the user to make a multi-class Extractor definition.

If the Classification is enabled user should use the browse option to select a classifier definition.

Configure Client

Configures the Document AI Client used for extraction

  • Endpoint Endpoint for the Document AI resource

  • API Key API Key for the Document AI resource

  • Apply Button Verifies the provided Document AI resource

Configure Fields

Configures fields in the Extractor. If classification is enabled then fields can be added independently to each class.

The user interface is different for each type of extractor. Some of the features are common for all types of extractors

Common

  • Name Name of the field

  • Field Type The type of field. Defines the postprocessing applied to the data after extraction. Available options are :

    • Text Words, numbers, symbols

    • Number Numbers only

    • Date Identified Date

    • DateTime Identified DateTime

    • Currency Identified Amount and Currency

    • Select The field is a selectable dropdown

    • MultiSelect The field is a dropdown with multi-selection

    • None No postprocessing applied

  • Delete Button Deletes the field definition

  • Duplicate Button Creates a duplicate of the definition

  • Reset Button Resets the definition to the original value.

Regex Extractor

  • Options Additional options for the field.

Skill Extractor

  • Options Additional options for the field.

  • Skill Field Name Name of the skill field.

In Skill Extractor tables can be configured alongside fields. Tables can be added using the Add Table Button. Add Table Button is visible when the Add New Field Button is expanded.

  • Table Name Name of the table to add.

  • Delete Table Button Deletes the table

  • Reset Button Resets the table to original values

Columns can also be added for the added tables. Columns are Skill Extractor fields and therefore is configured similarly.

Form Extractor

  • Options Additional options for the field.

Like in Skill Extractor, tables can be added in Form Extractor also. Columns are Form Extractor fields and therefore is configured similarly.

  • Table Name Name of the table to add.

  • Delete Table Button Deletes the table

  • Reset Button Resets the table to original values

LLM Extractor

  • Options Additional Options for the field.

  • Keyword The keyword for identifying the field in the document.

Tables can be added in LLM Extractor. Columns are identical to LLM Extractor fields and therefore is configured similarly.

  • Table Name Name of the table to add.

  • Delete Table Button Deletes the table

  • Reset Button Resets the table to original values

Launch Extractor Trainer

User is allowed to launch the Configure Extractor Window if the definition is valid. Definition is valid if :

  • Name of Fields are unique

  • Name of Fields are not empty

  • There is at least one extractor field

  • If classification is enabled, there is at least one extractor field for each class.

  • If tables are added, there is at least one column in each table.

Configuration is not required for Skill Extractor Definition

A valid Document AI resource must be provided to launch the configuration window.

A new extractor definition can be created only from the Create Extractor Window. No new fields can be added from the Configure Extractor Window.

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